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ENG2210 - 2022 IRA and Retirement Planning Update (PFP, EST, TAX)

‐ Jun 7, 2022 11:30am

This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes. Most clients will need to have their current retirement, tax, and estate plans revised based on the recent tax rule changes. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. In addition, this session will include the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement planning tax advisor.

Learning Objectives:

  • Identify the retirement tax planning areas where advisors can add the most value and increase consulting income.
  • Recall the latest tax and IRA distribution decisions from recent cases and rulings. These will apply to your clients who are relying on you for the right advice before making major decisions affecting their retirement savings.


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